See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $650,951 | $209,411+210.8% | $178,490+264.7% | $158,922+309.6% |
| Participation rate | 81.8% | 86.3%-4.5pp | 81.9%-0.1pp | 82.0%-0.1pp |
| Annual return | 9.57% | 188.75%-179.2pp | 151.07%-141.5pp | 302.83%-293.3pp |
| Employer contribution / active EE | $2,157 | $5,706-62.2% | $5,011-56.9% | $4,761-54.7% |
| Participant deferral / active EE | $4,865 | $5,954-18.3% | $5,202-6.5% | $5,982-18.7% |
| Admin fee / account holder | $25,188 | $17,074+47.5% | $13,984+80.1% | $11,246+124.0% |